Edward Jones - Financial Advisor: Scott L Lee, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Scott Lee is a Certified Financial Planner (CFP®) and financial advisor based in Inverness, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Scott specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to understand and meet the unique financial goals of individuals and families.

Reviews

Location

Business Information